In a regime of sticky inflation and rising interest rates, traditional 60/40 portfolios often suffer. Walk me through why that happens mechanically, and name two alternative asset classes you would overweight to adjust the portfolio.

在通胀居高不下且持续加息的环境下，传统的60/40组合通常表现很惨。请从机制上给我推演一下为什么会这样？为了应对这种情况，你会超配哪两类资产？